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Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings

The Circuit

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Qualcomm's MPU Is a Crucial Part of Device AI

I think the timing question is a relevant one. I know we will see some things next year that land the use case on computers. The question is going to be how truly interesting is it or how compelling do that lead to the market? But I want to make a point on what you said because this goes back to Qualcomm. Their MPU is far better than Intel's and AMD's. So for the, and it even is on par and in some cases better in terms of overall tops than apples. Okay, but it needs software to take advantage of it, right? Just to say I've got an insane number of tops or the most is there?"

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